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FundingPro™
Trust Funding System

SettlementPro™
Trust Settlement System

Knowledge
Base

Member
Services

Software,
Binders, Tabs,
and HotDocs®

The leading trust
funding software system
for estate planners.

Trust settlement software
for post-mortem and
disability administration.

Training and information
for estate planners
and trust clients.

Estate planning
services and practice
tools for Members.

Demo     Introduction     Software     System

30-Day Trial Version

Trial Version System Requirements
FundingPro™ Demo Videos

In addition to available software demo videos, we are pleased to offer a free 30-day trial (full working version) of the FundingPro™ and/or SettlementPro™ software system(s).  Please complete the demo request form below to receive passwords via email.  Use your temporary passwords to access and install the software from our Member site(s).  

If you have any questions or desire installation or technical support, please contact us toll free at (800) 300-0431 ext. 1 or sales@advancedplanningllc.com.

By requesting software demo(s), I certify that I have read and understand the Disclaimer.

TRIAL VERSION REQUEST FORM
Please complete.  All fields are required.  Thank you!

Your Full Name:
 

Profession:
  Select One Attorney Paralegal Financial Professional Other

Organization Affiliation:
  Select One American Academy of Estate Planning Attorneys National Network of Estate Planning Attorneys WealthCounsel, LLC None Other

Address
 

City
 

State
 

ZIP
 

Phone Number:
 

Email Address:
 

Software Demo(s) Requested:
  Select One FundingPro(tm) Software SettlementPro(tm) Software Both FundingPro(tm) and SettlementPro(tm)

How did you hear about us?
  Select One Colleague or Friend National Network Used Software Previously WealthCounsel, LLC Web Search Other

Please have a representative contact me.

  Please register me on your email list to receive newsletters and educational materials.

Thank you for your interest!  Please allow 1-2 business days for processing.

System Requirements
To use the FundingPro™ and/or SettlementPro™ trial demo you must have the following installed on your computer:

• Microsoft® Windows 98, NT, 2000, ME, XP 

• Microsoft® Word 97 or higher (not compatible with WordPerfect®)

• HotDocs®  version 6.2 or higher
  OR 
  the Free HotDocs® Trial (Click here to download the 30-day trial version.)

For technical support related to the HotDocs® trial demo, you may contact LexisNexis technical support at (800) 828-8328.

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FundingPro™ and SettlementPro™ are registered trademarks of Advanced Planning Solutions, LLC.  All other trademarks and company names are trademarks and tradenames of their respective companies and are the sole property of their respective companies or owners.

398 West Bagley Road, Suite 14  ●  Berea, Ohio 44017
Sales & Support (800) 300-0431  ●  Fax (866) 638-4022
© 1998 – 2010 Advanced Planning Solutions, LLC. 
All Rights Reserved.
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